Chinese server component exports to US surge despite tariffs, driven by AI server demand and local assembly push

What CEOs talked about in Q2 2025: Tariffs, possibility of recession, and agentic AI

In short Why it matters The big picture The topic of tariffs reached its highest level of mentions. In Q2 2025, 3 out of every 4 earnings calls discussed tariffs, a 75% increase over Q1, according to IoT Analytics’ latest What CEOs Talked About Q2 2025 report. The report, which shares analyses of over 8,000 […] The post What CEOs talked about in Q2 2025: Tariffs, possibility of recession, and agentic AI appeared first on IoT Analytics.

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Chinese server component exports to US surge despite tariffs, driven by AI server demand and local assembly push

Despite the Trump administration's implementation of high tariffs on Chinese imports without granting China the grace periods afforded to other trade partners, the volume of server components exported from China to the US has continued to rise, driven by increasing demand for AI servers.